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LRI Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

LRI Investments’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
550
+27
+5% +$5.73K 0.01% 410
2026
Q1 		$113K Sell
523
-76
-13% -$17.6K 0.01% 391
2025
Q4 		$155K Hold
599
– – 0.01% 337
2025
Q3 		$186K Sell
599
-52
-8% -$15.7K 0.02% 301
2025
Q2 		$208K Hold
651
– – 0.02% 278
2025
Q1 		$225K Buy
+651
New +$206K 0.02% 250
2024
Q4 		– Sell
-520
Closed -$153K – 1153
2024
Q3 		$153K Hold
520
– – 0.01% 327
2024
Q2 		$135K Buy
+520
New +$129K 0.02% 334

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

LRI Investments's AJG Position: Q2 2026 in Review

LRI Investments increased its Arthur J. Gallagher & Co (AJG) stake by 5.2% in Q2 2026, buying an estimated $5.73K and bringing the position to 550 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #410.

LRI Investments first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $225K in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • LRI Investments held 550 shares of Arthur J. Gallagher & Co worth $126K as of Q2 2026.
  • LRI Investments bought 27 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.73K.
  • Arthur J. Gallagher & Co made up 0.01% of LRI Investments's portfolio in Q2 2026, its #410 holding.
  • LRI Investments first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's Arthur J. Gallagher & Co position peaked at $225K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.